Search Results for: tax management

Mercer Advisors Acquires HawsGoodwin Investment Management, Inc.
Investment Services Investments News

Mercer Advisors Acquires HawsGoodwin Investment Management, Inc.

Fintech News Desk
by Fintech News Desk0
Acquisition of HawsGoodwin Investment Management, LLC Expands Mercer Advisors’ Tennessee Presence Mercer Global Advisors, Inc. (“Mercer Advisors”), a full-service wealth management firm and national Registered Investment Adviser (RIA), announced the acquisition of HawsGoodwin Investment Management, Inc. d/b/a HawsGoodwin Wealth, (“HawsGoodwin”), a respected wealth management firm located in Franklin, Tennessee. HawsGoodwin......
RMA, US and Canadian Banks Form Consortium to Tackle Climate Risk
News Risk Management

Risk Management Association, Top US and Canadian Banks Form Consortium to Tackle Climate Risk

Fintech News Desk
by Fintech News Desk0
Consortium Establishes Needed Risk Management Practices   The Risk Management Association (RMA) announced that 19 leading banks have formed the RMA Climate Risk Consortium, which will develop standards for banks to integrate climate risk management throughout their operations, preparing the industry to help economies transition to a low-carbon future. “For......
Silicon Ranch Raises $775 Million in Equity Funding Led by Manulife Investment Management
Investments News

Silicon Ranch Raises $775 Million in Equity Funding Led by Manulife Investment Management

Fintech News Desk
by Fintech News Desk0
Independent power producer has raised $1 billion in the past year to fund its rapid growth across North America Silicon Ranch Corporation, one of the largest independent power producers in the US., announced that it has raised $775 million in new equity capital. Manulife Investment Management, on behalf of Manulife Infrastructure......
Parthenon Capital To Acquire RSM’s Wealth Management Practice
Capital Markets Digital Payments News

Parthenon Capital To Acquire RSM’s Wealth Management Practice

Fintech News Desk
by Fintech News Desk0
Parthenon to prioritize investments in firm’s client service, people and growth RSM US LLP (“RSM”), the nation’s leading provider of audit, tax and consulting services focused on the middle market, and Parthenon Capital (“Parthenon”), a leading growth-oriented private equity firm, announced they have entered into an agreement for Parthenon to......
MAI Capital Management Acquires Monarch Business & Wealth Management
Investments News

MAI Capital Management Acquires Monarch Business & Wealth Management

Fintech News Desk
by Fintech News Desk0
The acquisition, which also includes strategic partner Regal Wealth Management, expands MAI’s nationwide presence while adding to its Sports + Entertainment Division MAI Capital Management, LLC, a registered investment adviser specializing in comprehensive investment and financial planning for high-net-worth individuals, families, professional athletes and entertainers, has acquired New York Based......
Northern Trust Asset Management Names Alan Keating to Lead Ireland Business
Fintech Funding News

Northern Trust Asset Management Names Alan Keating to Lead Ireland Business

Fintech News Desk
by Fintech News Desk0
Northern Trust Asset Management, one of the world’s leading investment managers, has appointed Alan Keating to lead its Dublin based UCITS management company. “Alan’s experience and local expertise will help ensure well-placed leadership to support our discerning clients’ demands across Europe and the UK as they look to Northern Trust Asset......
Potomac Fund Management Pays for Staff to Get Personal Financial Advice
Finance Fintech Funding News

Potomac Fund Management Pays for Staff to Get Personal Financial Advice

Fintech News Desk
by Fintech News Desk0
The latest in a series of new employee benefits, the firm has now added financial advice and tax services to its list of employee perks Potomac Fund Management, Inc., an investment strategist firm for financial advisors, rolled out a new employee benefit that covers the cost for employees to get......
THAI Partners with utu to Shake up Tax-free Shopping for Travellers
Business E-commerce News

THAI Partners with utu to Shake up Tax-free Shopping for Travellers

Fintech News Desk
by Fintech News Desk0
THAI is the latest major carrier to join utu in revolutionizing tax-free shopping for travellers currently losing up to 50% of tax refunds. utu returns the missing value with a 25% uplift in loyalty rewards points, a greater choice of rewards and an easy, convenient reward claiming process Thai Airways......
Refersion Launches Refersion Pay
Digital Payments News

Refersion Launches Refersion Pay: First of Its Kind End-To-End Payment and Tax Solution

Fintech News Desk
by Fintech News Desk0
Refersion, a leading performance marketing platform, announced the launch of Refersion Pay, a first of its kind payment and tax solution for influencer and affiliate marketing programs. In 2020, affiliate marketing spending topped $6 billion in the U.S. alone. As this number continues to grow, so has the discomfort for brands attempting to manage their own affiliate payments and tax compliance. Developed as a response to an overwhelming industry need, Refersion Pay simplifies complex affiliate marketing programs and cultivates a direct and trusted relationship between affiliates and brands.......
EY Announced The Expansion Of Strategic Alliance With Service Now To Transform Finance And Tax Services For The Digital Economy
Finance Fintech News

EY Announced The Expansion Of Strategic Alliance With Service Now To Transform Finance And Tax Services For The Digital Economy

Fintech News Desk
by Fintech News Desk0
– Agreement expected to increase the business value of the relationship to US$1b by 2025 – EY tax teams will help deliver new managed services supported by the ServiceNow Platform to help companies be more agile and productive – Alliance will look to traditionally under-represented communities, specifically neurodivergent individuals, to......
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